ERF Overview
The goal of ERF.
To schedule follow up appointments for patient's with the referred to specialist.
Button selected to work the case.
Take Ownership
How to know a provider has MHD enabled.
Look for both the blue MHD logo, and the MHD calendar ID
The Reason Code when a patient schedules their own appointment with the listed Provider
Doc to Doc
What are RMRs created for?
Adding a new location for a provider opted in to programs
PHI you must verify when speaking to a patient
DOB and Zip code
The related list used to close out the case.
Open Activity
What you ask the clinic before you bring the patient on the line.
Disposition when a patient wants to schedule on their own and we provide them with the Provider's name and contact information
Referral Given
What do you create when a patient asks for assistance with a specialty not listed on the referral?
A Marketing Consult Referral
Three types of referrals.
DTD, DTC, DTS
The related list you use to check what has already previously been done on a case.
Activity History
What you do when no provider or clinic is listed on the referral.
Conduct a random search.
Disposition when we can't get ahold of an office, and we take patient preferences.
Confirmed referral, not ready to schedule.
Submitter type when submitting a Feedback on behalf of a patient.
Patient
When do you provide the call recording disclaimer?
Every call, with every person we talk to
The sub tab where you will update and time stamp patient insurance.
Details tab
When you add and accept a provider.
Once the appointment is made or a referral is given.
Reason Code when the DTD does not see Pediatric patients, so a search was done and an appointment was scheduled for a provider who does.
Condition Treated
How you obtain a requested phone number for a department within a facility.
Directory Numbers
PHI you must verify when speaking to a 3rd party
Patient's DOB and zip code, and the referral reason
Related list used to see if the patient has any other open referrals.
Cases (patient)
When you search for a provider, you will never select the Include Out of Network box in this situation...
When conducting a random specialty search
Disposition used when a clinic indicates they will call the patient directly to schedule.
Confirmed Referral, Appointment Scheduled
Two pieces of information a PCL needs to make note of when utilizing the Language Line.
Translator's name and ID number.